Job evaluation, paterson grading and salary benchmarking services for council for medical schemes

Procurement enquiries:

• Contact: Agnes Sethogoa
• Role: SCM contact
• Email: [email protected]
• Telephone: 012 431 0562 / 082 855 4957

Technical enquiries:

• Contact: Bokamoso Legong
• Role: Technical contact
• Email: [email protected]
• Telephone: 012 431 0457 / 060 859 2020
• Contact: Kagiso Letsolao
• Role: Technical contact
• Email: [email protected]
• Telephone: 072 914 3498

Submission address (tender box):

Block A, Eco Glades 2 Office Park

420 Witch-Hazel Avenue

Eco Park

Centurion, 0157

Service delivery address: same as submission address.

Invoice email: [email protected]

Submission method: physical delivery to the tender box at Block A, Eco Glades 2 Office Park, 420 Witch-Hazel Avenue, Eco Park, Centurion, 0157. Bids must be registered on the bid submission register at the same address. Closing date and time: 20 October 2026 at 11:00. Late bids will not be accepted. Cloud solutions (WeTransfer, Google Drive, Dropbox, etc.) are not accepted. Required returnable documents (all must be completed, signed and submitted):

• SBD 1 (Invitation to Bid): cover page with bidder details and CSD number.
• SBD 4 (Declaration of Interest): discloses whether any director or shareholder is employed by the state or connected to anyone at CMS. False declaration disqualifies the bid.
• SBD 6.1 (Preference Points Claim): claims specific-goals points under the 80/20 system; must be signed to be considered for preference points.
• SARS PIN document or printed Tax Compliance Status certificate.
• Central Supplier Database (CSD) report.
• Valid B-BBEE certificate or sworn affidavit (for EMEs and QSEs).
• Two public-sector testimonial letters (January 2021 to closing date) on company letterhead with website, organisation name, contact person and details, confirming job evaluation and grading experience.
• Proof of SARA registration for at least one proposed team member (Master Reward Specialist or Chartered Reward Specialist), including current membership certificate, professional designation and CV.
• Certified copies of all qualifications and professional certifications (not older than six months at submission date).
• Detailed project plan with methodology aligned to deliverables.
• Company profile.
• Specific-goals supporting documents: certified ID copies of directors/owners for HDI points; B-BBEE certificate/sworn affidavit for size points; medical certificate for disability ownership; CIPC documents plus B-BBEE certificate/sworn affidavit and certified ID copies for black-women-owned and youth-owned enterprise points.

Submission packaging: Annexure A/1 – completed and signed RFQ document including SBD documents; Annexure B/2 – mandatory evaluation documents; Annexure C/3 – technical evaluation criteria; Annexure D/4 – specific-goals documents; Annexure E/5 – other documents including company profile. Disqualification risks: any returnable form unsigned or omitted; late submission; failure to meet any mandatory criterion; non-tax-compliant status at award; listing on National Treasury restricted bidders database; fraudulent declarations.

Three-phase evaluation:

Phase 1 – Mandatory (pass/fail):

1. Two public-sector testimonial letters (January 2021 to closing date) for job evaluation and grading.
2. At least one proposed team member professionally registered with SARA (Master Reward Specialist or Chartered Reward Specialist), with valid membership proof, designation and CV.
3. Bid submitted on time and registered on the bid submission register.

Failure on any criterion = automatic disqualification.

Phase 2 – Technical/Functional (weighted, 100 points):

Minimum qualifying score: 75/100 to proceed to Phase 3.

A) Capacity and experience of team (50 points):

• Team leader qualifications (10 points): Master's/NQF 9+ = 10; Honours/NQF 8 = 7; Degree/Adv Dip/NQF 7 = 5; National Dip/NQF 6 = 2; Below NQF 5 = 1.
• Team leader years of experience in job evaluation/salary benchmarking (15 points): 15+ years = 15; 10–14 = 10; 7–9 = 5; 5–7 = 3; <5 = 0.
• Senior support team member qualifications (10 points): Honours/NQF 8+ = 10; Degree/Adv Dip/NQF 7 = 5; Diploma/NQF 6 = 3; Below NQF 5 = 0.
• Senior support team member years of experience (15 points): 8+ years = 15; 6–7 = 10; 3–5 = 5; <2 years 11 months = 0.

All qualifications/certifications must be certified copies not older than six months at submission; non-compliance incurs scoring penalties.

B) Approach and methodology (50 points):

• Detailed project plan with resource allocation (10 points).
• Job evaluation system compatible with Paterson Grading System (10 points).
• Methodology including pre-interview questionnaire (10 points).
• Quality assurance methodology (10 points).
• Salary benchmark and related work (10 points).

Phase 3 – Price and Specific Goals (80/20 split):

Price: 80 points (lowest acceptable price formula).

Specific Goals: 20 points allocated as:

• Historically Disadvantaged Individuals (5 points): 80–100% black-owned = 5; 50–79.99% = 4; 20–49.99% = 3; 1–19.99% = 1; <1% = 0.
• Size of company (3 points): EME = 3; QSE = 2; Generic = 1.
• Black women-owned enterprise (5 points): 75–100% = 5; 51–74.99% = 3; 1–50.99% = 1; <1% = 0.
• Ownership by people with disabilities (3 points): 75–100% = 3; 51–74.99% = 2; 1–50.99% = 1; <1% = 0.
• Ownership by youth under 35 (4 points): 75–100% = 4; 51–74.99% = 3; 20–50.99% = 2; 1–19.99% = 1; <1% = 0.

SBD 6.1 must be completed and signed to claim any specific-goals points. CMS may require substantiation of claims at any time.

Scope: Conduct job evaluation and grading for all CMS positions using the Paterson Grading System; perform salary benchmarking against Schedule 3A public entities and the general market; conduct internal equity analysis and recommend parity strategy; assess and recommend an appropriate remuneration structure.

Key services:

• Job evaluation and grading of all positions per Paterson standards to ensure equity.
• Job evaluation and grading interviews where additional information is required.
• Engagement with job holders before finalising job content.
• Establish a job evaluation and grading quality assurance tool and methodology.
• Evaluate jobs against approved job profiles to confirm internal relative size.
• Determine criteria for reviewing grades and validate grades.
• Provide job evaluation report for all graded positions.
• Benchmark salaries: match positions to comparator roles, market survey to establish CMS position relative to Schedule 3A and general market.
• Review and develop Paterson-linked pay scales: cost implications, individual comparison to proposed scale, outlier management recommendations, Paterson level adoption recommendations, Equal Pay for Work of Equal Value audit and compliance recommendations.
• Provide benchmarking reports.

Deliverables:

• All CMS positions graded per Paterson system.
• Validated job profiles.
• Completed job evaluation and grading interview records and reports.
• Approved job evaluation quality assurance tool, process and procedure.
• Approved job evaluation and grading report for all positions.
• Approved list of Schedule 3A entities and general market used for benchmarking.
• Benchmarking reports.
• Proposed salary scales report.
• Report on financial implications of recommendations including equal pay implementation.
• Identification of scarce skills based on job profiles and market indicators.
• Report on management of outliers with recommendations.
• Report on compliance with Equal Pay for Work of Equal Value requirements (Employment Equity Act).

Contract period: maximum 3 months, subject to completion of a Service Level Agreement.

Team requirements: at least one SARA-registered remuneration/reward expert (Master Reward Specialist or Chartered Reward Specialist) with valid membership, designation and CV. All qualifications and certifications submitted must be certified copies not older than six months at submission date.

Pricing: detailed budget breakdown required; price evaluated on 80/20 preference point system (80 points for price, 20 for specific goals). Payment terms: CMS pays within 30 days of receipt of an original tax invoice for work completed to satisfaction, based on milestones/deliverables per agreed project implementation plan. Invoices must be emailed to [email protected] and must reference the Purchase Order number. No goods/services may be delivered without an official Purchase Order from CMS Supply Chain Management. No bid security, performance bond, guarantee, retention or turnover threshold is stated in the document.

Mandatory compliance:

• Central Supplier Database (CSD) registration; CSD number must appear on SBD 1.
• Tax compliance: SARS Tax Compliance Status (TCS) PIN or printed TCS certificate; if no TCS, CSD number must be provided. Each consortium/joint venture party must submit separate TCS/PIN/CSD. Non-tax-compliant bidders will not be awarded; recommended bidder must rectify within 7 working days or bid is rejected.
• B-BBEE: valid B-BBEE certificate or sworn affidavit (for EMEs ≤R10m and QSEs ≤R50m) must be submitted to qualify for preference points. B-BBEE improvement/retention plan required within 30 days of contract signature (Level 4 to reach Level 3 by end of Year 1; Level 5–8/non-compliant to reach Level 4 by end of Year 1). Affidavit must contain ownership and revenue information; deponent and Commissioner of Oaths must sign on same date; Commissioner must be independent.
• No bids from persons in the service of the state, companies with directors in state service, or close corporations with members in state service.
• No bids from entities listed on National Treasury restricted bidders/tender defaulters database.
• No convictions for fraud, corruption, collusion or related offences in the past 5 years.
• No false or misleading information in any procurement process.
• SARA registration: at least one proposed team member must be a Master Reward Specialist or Chartered Reward Specialist with current SARA membership in good standing at closing date.
• Certified copies of qualifications and professional certifications not older than six months at submission date.
• Specific-goals documentary proof: certified ID copies of directors/owners (HDI); B-BBEE certificate/sworn affidavit (size); medical certificate (disability ownership); CIPC documents plus B-BBEE certificate/sworn affidavit and certified ID copies (black women-owned and youth-owned).
• Completed and signed SBD 1, SBD 4, SBD 6.1 (unsigned/incomplete = disqualification).
• Foreign suppliers must complete the foreign supplier questionnaire; if not RSA resident, no branch, no permanent establishment, no RSA income, no RSA tax liability, then SARS TCS PIN not required.